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Where Law, Information, and Technology meet! If your work involves navigating large amounts of information in the course of litigation or transactional matters, you need to stay on top of the latest developments in electronic discovery, legal information management, records governance, and privacy law.

Designed by leading names from law, industry, and government, this multi-faceted, skills-based program provides a comprehensive guide to the knowledge and strategies you need if your work involves e-Discovery, records management, or information governance. Technological competence is a must-have in today’s digital world, as is the ability to manage electronic information.   

In five, one-day modules, using case study simulations, skills-based exercises and interactive break-out sessions, learn about these topics and more:

  • E-Discovery overview: legal and technology issues
  • Preservation of evidence
  • Collecting, storing, and processing e-documents
  • How to conduct an effective case assessment
  • The discovery process and best practices
  • Managing expectations of clients and the Courts
  • Project management in litigation and due diligence, from start to finish
  • Common privilege issues
  • Hands-on demonstrations of forensics and analytics tools
  • Privacy, confidentiality, cybersecurity, and AI issues in legal information
  • The struggle between privacy and data retention
  • Information governance strategies now and in the future
  • Records management in the legal context
  • Electronic advocacy in courts and tribunals
  • Important developments in case law and legislation


Program Chair

  • Susan Wortzman, MT>3

Advisory Board

  • Mischa Armin, Counsel, Rothmans Benson & Hedges Inc.
  • Don Fawcett, Senior Counsel, Ministry of Government and Consumer Services
  • Anne Glover, Blake, Cassels & Graydon LLP
  • Kevin Lo, Managing Director, Froese Forensic Partners


  • Mischa Armin, Counsel, Rothmans Benson & Hedges Inc.
  • Maks Babuder, Product Manager, Logikcull.com
  • Brian Beamish, Information and Privacy Commissioner of Ontario
  • Daniel Boteanu, Founder, Rampiva Inc.
  • Peter W.G. Carey, Loopstra Nixon LLP
  • David Cohen, McCarthy Tétrault LLP
  • Joseph Coltson, Partner, Forensic Services, PwC Canada
  • Lisa Daulby, Manager, Enterprise Records Management, Technology and Operations, Royal Bank of Canada
  • Lucy Esposito, Litigation Support Manager, RBC Law Group, Royal Bank of Canada
  • Emily Fan, Lerners LLP
  • Don Fawcett, Senior Counsel, Ministry of Government and Consumer Services
  • Lauren Fishman, MT>3
  • Anne Glover, Blake, Cassels & Graydon LLP
  • Hillary Hartley, Chief Digital Officer, Government of Ontario
  • Anne Juntunen, Lerners LLP
  • Ray Leclair, Vice President, Public Affairs, LawPRO
  • Kevin Lo, Managing Director, Froese Forensic Partners Ltd.
  • Chris MacDonald, Director, Deals, Forensic Services, PwC Canada
  • Alex Marshall, Blake, Cassels & Graydon LLP
  • Wendy Mee, Blake, Cassels & Graydon LLP
  • Daniel Michaluk, Hicks Morley Hamilton Stewart Storie LLP
  • Sarah Millar, Lenczner Slaght Royce Smith Griffin LLP
  • Daniel Nyman, Blake, Cassels & Graydon LLP
  • David Outerbridge, Torys LLP
  • John Roberts, Chief Privacy Officer and Archivist of Ontario, Archives of Ontario
  • Eric Rodriguez, Head of Advisory and Partner Sales, Nuix
  • Chuck Rothman, Director, Data Engineering and Analytics, MT>3
  • Mike Sasser, Business Development Director, Ipro Tech
  • Ronak Shah, Torys LLP
  • Carla Swansburg, Vice President and General Manager, Canada, Epiq
  • James T. Swanson, Swanson Law
  • Daniel Tobok, Chief Executive Officer, Cytelligence Inc.
  • Hari Viswanathan, Deputy Director, Ministry of the Attorney General
  • Christopher Walker, Senior Manager – Forensic Technology, KPMG LLP
  • Richard Wessel, President & Lead Consultant, NearZero Discovery
  • Michael Wong, Regional Sales Executive, DISCO
  • Susan Wortzman, MT>3



Fees include attendance, program materials, lunch and break refreshments for each of the 5 days of the program.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.


Have a question? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Stephen M Ahad at SAhad@osgoode.yorku.ca

Program Details

Date & Time

September 16-20, 2019
9:00 a.m. - 5:00 p.m. EDT
In Person and Webcast

Module 4
September 19, 2019
Registration for Module 4 is now closed.


Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

Full Certificate:
$3,995 plus HST

Government Rate:
$3,495 plus HST

Module 4 Only:
$895 plus HST

New Licensee (2016 - current):
$1,995 plus HST

Registration for this program is now closed

Printable Registration Form

Eligible CPD Credit Hours


Who Should Attend

  • Litigators: civil, administrative, and criminal
  • Litigation support professionals
  • Law Clerks
  • Legal project managers
  • Law librarians
  • Knowledge Management professionals
  • Records management professionals
  • Information officers
  • In-house counsel
  • Legal technology professionals
  • Forensic accountants

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Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

Sponsor A Program

Looking for an innovative way to market your firm’s products or services?

Consider sponsoring an OsgoodePD Continuing Legal Education program or event.